Westwood Mutual Funds List
Here you can find all mutual funds issued by Westwood and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 0.81%
- Avg. 1 Year Return
- 17.52%
- Avg. 5 Year Return
- 5.39%
- Median Risk/Return Score
- 39 / 100
Westwood Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Westwood High Income Fund | High Yield Bonds | Dec 28, 2011 | 0.80% | 4.16% | 6.20% | 5.60% | 88 | ||||||||
| Westwood Income Opportunity Fund | Diversified Portfolio | Dec 18, 2005 | 0.81% | 6.93% | 6.62% | 3.34% | 85 | ||||||||
| Westwood Quality Value Fund | Large Cap Value Equities | Jun 28, 2006 | 0.65% | 5.55% | 9.54% | 20.76% | 20 | ||||||||
| Westwood Quality SMidCap Fund | Mid Cap Blend Equities | Dec 19, 2005 | 0.88% | 12.30% | 9.78% | 4.63% | 39 | ||||||||
| Westwood Quality SmallCap Fund | Small Cap Blend Equities | Apr 2, 2007 | 0.92% | 8.32% | 8.64% | 5.64% | 14 |
Explore top Westwood Mutual Fund Categories and Asset Classes
Westwood Equity Mutual fundsWestwood Bond Mutual fundsWestwood Multi-Asset Mutual fundsWestwood Diversified Portfolio Mutual fundsWestwood High Yield Bonds Mutual fundsWestwood Large Cap Value Equities Mutual fundsWestwood Mid Cap Blend Equities Mutual fundsWestwood Small Cap Blend Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Westwood Mutual funds by Risk/Return Score
The top Westwood Mutual funds by PortfoliosLab Risk/Return Score are WHGHX (88) and WHGIX (85).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Westwood High Income Fund | 88 | — | Dec 2011 | |
| Westwood Income Opportunity Fund | 85 | — | Dec 2005 | |
| Westwood Quality SMidCap Fund | 39 | — | Dec 2005 | |
| Westwood Quality Value Fund | 20 | — | Jun 2006 | |
| Westwood Quality SmallCap Fund | 14 | — | Apr 2007 |
Best-Performing Westwood Mutual funds Over 5 Years
The top Westwood Mutual funds is WHGMX (7.68%).
Across the lineup, Westwood Mutual funds show an average 1-year return of 17.52% and an average 5-year return of 5.39%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Westwood Quality SMidCap Fund | 7.68% | — | Dec 2005 | |
| Westwood Quality Value Fund | 6.45% | — | Jun 2006 | |
| Westwood High Income Fund | 4.73% | — | Dec 2011 | |
| Westwood Income Opportunity Fund | 4.67% | — | Dec 2005 | |
| Westwood Quality SmallCap Fund | 3.42% | — | Apr 2007 |
Lowest-Cost Westwood Mutual funds
The top Westwood Mutual funds is WHGLX (0.65%).
With an average expense ratio of 0.81%, Westwood Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Westwood Quality Value Fund | 0.65% | — | Jun 2006 | |
| Westwood High Income Fund | 0.80% | — | Dec 2011 | |
| Westwood Income Opportunity Fund | 0.81% | — | Dec 2005 | |
| Westwood Quality SMidCap Fund | 0.88% | — | Dec 2005 | |
| Westwood Quality SmallCap Fund | 0.92% | — | Apr 2007 |
Highest-Yield Westwood Mutual funds
The top Westwood Mutual funds is WHGLX (20.76%).
Across the lineup, Westwood Mutual funds show an average dividend yield of 7.99%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Westwood Quality Value Fund | 20.76% | — | Jun 2006 | |
| Westwood Quality SmallCap Fund | 5.64% | — | Apr 2007 | |
| Westwood High Income Fund | 5.60% | — | Dec 2011 | |
| Westwood Quality SMidCap Fund | 4.63% | — | Dec 2005 | |
| Westwood Income Opportunity Fund | 3.34% | — | Dec 2005 |
Top Mutual funds Issuers
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
WHGHX vs. PIAMXWHGHX vs. FQTIXWHGHX vs. FOCIXWHGHX vs. CWFIXWHGHX vs. PRFRXWHGMX vs. GTSGXWHGMX vs. TLVAXWHGMX vs. GABVXWHGMX vs. JECIXWHGMX vs. LLSCXWHGSX vs. AVUVWHGSX vs. HASCXWHGSX vs. CSMDXWHGSX vs. SSLCXWHGSX vs. RYOTXWHGIX vs. PIMIXWHGIX vs. VGSTXWHGIX vs. PUDZXWHGIX vs. FYMIXWHGIX vs. SICIXWHGLX vs. FLCOXWHGLX vs. NQCRXWHGLX vs. PSECXWHGLX vs. VIVIXWHGLX vs. AVLVX